See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,196 | $117,983-88.8% | $101,794-87.0% | $142,382-90.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 21.34% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $483 | $2,773-82.6% | $2,289-78.9% | $4,299-88.8% |
| Participant deferral / active EE | $4,418 | $4,714-6.3% | $4,084+8.2% | $6,507-32.1% |
| Admin fee / account holder | $201 | $10,433-98.1% | $8,777-97.7% | $12,624-98.4% |